AI应用回暖，但悲欢并不相同。 市场研究机构Gartner则预测，到2026年传统搜索引擎的流量将下滑25%，AI聊天机器人及其他虚拟AI优化方式将进一步抢占搜索营销的市场份 额。 此前，市场盛传AI应用"新易中天"之一的易点天下，1月20日复牌遭20CM跌停，而浙文互联在连续暴跌后，1月20日开盘直线封板涨停。 此外，AI营销概念显著回暖。天地在线、遥望科技（维权）涨停，天龙集团、省广集团、蓝色光标涨幅居前。 21世纪经济报道记者获悉，浙文互联与字节跳动旗下巨量引擎合作共建的"派智"灵动数字人，去年累计消耗金额已突破2.5亿元，同比实现5倍 增长，或是刺激主因。 GEO成效初显 1月20日，浙文互联在其公众号透露，与字节系、腾讯系等头部平台保持深度合作，从营销联动、技术共建到云服务支持，形成了全方位、立 体化的协作体系。 此外，浙文互联与火山引擎围绕大模型在营销场景的应用展开多维探索。火山引擎为浙文互联"好奇"系列AI工具矩阵提供底层云服务与数据技 术支持，基于此，AIGC超级内容工厂"好奇飞梭"已在AI智能切片任务中实现效能提升24倍的突破——1小时内可完成500集短剧的全剧分析、 高光识别与智能切片全流 ...

1月20日，据"浙江发布"公众号消息，为落实省委、省政府关于加快建设高水平文化强省的工作要求和 促进人工智能高质量发展的工作部署，加快推动文化和人工智能深度融合创新发展，经行业评估，浙江 省委宣传部确定首批"人工智能+文化"重点模型和应用场景名单。 在数字版权保护领域，阜博集团有限公司的人工智能数字内容资产保护和贸易平台入选首批应用场景名 单。公开资料显示，该平台融合人工智能与区块链技术，构建起数字内容新型基础设施与平台应用服 务，面向海量内容与广大创作者，提供涵盖确权、保护、变现的全链路服务，并为人工智能生成内容构 建大规模版权经济基础设施。 上海市海华永泰律师事务所高级合伙人孙宇昊律师告诉《证券日报》记者，AI营销、数字版权保护等 业务的盈利可持续性，核心取决于商业实践与版权合规的衔接程度。免费抓取数据训练模型的模式已难 以为继，合法的数据供给与授权合作才是盈利关键，官方授权的AI二创与IP衍生开发将成未来爆发性细 分场景。 他还表示，企业在享受政策红利时，需应对两大挑战，一是技术合规，新修订的《中华人民共和国网络 安全法》对数据安全、版权归属提出更高要求；二是行业竞争与监管，需规避"唯流量"恶性竞争，落 ...

而浙文互联（600986）在连续暴跌后，1月20日开盘直线封板涨停，1月21日继续走高，盘中一度涨停，截至发稿涨幅收窄至3.71%。 AI应用回暖，但悲欢并不相同。 此前GEO（生成式引擎优化）概念爆火，市场盛传AI应用"新易中天"之一的易点天下（301171）连续大涨，而后紧急发布风险提示并停牌复 查，1月20日易点天下一复牌便遭遇20CM跌停，1月21日继续大跌，截至13:38，其年内股价涨幅已从翻倍缩水至44%，市值蒸发约116亿元。 21世纪经济报道记者获悉，浙文互联与字节跳动旗下巨量引擎合作共建的"派智"灵动数字人，去年累计消耗金额已突破2.5亿元，同比实现5倍 增长，或是刺激主因。 GEO成效初显 最近一段时间，GEO成为市场在AI应用领域炒作的核心概念。简单来说，这是一种针对生成式AI（如ChatGPT、DeepSeek、豆包等）的营销优 化策略，通过结构化内容、权威信源嵌入等方式，提升品牌或信息在AI生成答案中被引用的概率。 据《AI搜索时代：从GEO到AIBE的品牌新蓝图｜GEO白皮书｜2026》，随着中国大模型月活用户接近5亿、全球突破12.7亿，用户信息获取方 式正在发生根本性转变。 市 ...

Core Viewpoint - The article discusses the recent fluctuations in AI application stocks, particularly focusing on the performance of companies like 易点天下 and 浙文互联, highlighting the impact of the GEO (Generative Engine Optimization) concept on the market [1][2][6]. Group 1: Company Performance - 易点天下 experienced a significant drop in stock price after a rapid increase, with its market value evaporating by approximately 11.6 billion yuan, reducing its year-to-date stock price increase from over 100% to 44% [1]. - 浙文互联, after a period of decline, saw a rebound with a stock price increase of 3.71% on January 21, attributed to its collaboration with ByteDance's 巨量引擎 and the launch of the "派智" digital human project, which had a cumulative expenditure exceeding 250 million yuan, reflecting a fivefold year-on-year growth [2][4]. Group 2: Market Trends and Predictions - GEO has emerged as a central concept in AI application discussions, focusing on marketing optimization strategies for generative AI, with predictions indicating a 25% decline in traditional search engine traffic by 2026 as AI-driven methods gain traction [6]. - The China Academy of Information and Communications Technology reported that companies utilizing GEO have seen customer acquisition conversion rates improve by 2.8 times compared to traditional search methods, with decision-making cycles shortened by 40% [9]. Group 3: Industry Insights - The marketing model transformation driven by GEO is expected to compel brands, especially smaller ones, to adapt their marketing strategies, as many currently lack the necessary technology and capabilities for GEO implementation [9]. - Leading e-commerce operation companies like 壹网壹创 are positioning themselves to capitalize on the GEO trend, with plans to enhance content optimization and develop a dedicated GEO business team, indicating a strategic shift towards AI-driven marketing solutions [8][10].

AI应用回暖，但悲欢并不相同。 此前，市场盛传AI应用"新易中天"之一的易点天下，1月20日复牌遭20CM跌停，而浙文互联在连续暴跌后，1月20日开盘直线封 板涨停。 此外，AI营销概念显著回暖。天地在线、遥望科技涨停，天龙集团、省广集团、蓝色光标涨幅居前。 21世纪经济报道记者获悉，浙文互联与字节跳动旗下巨量引擎合作共建的"派智"灵动数字人，去年累计消耗金额已突破2.5亿 元，同比实现5倍增长，或是刺激主因。 GEO成效初显 最近一段时间，GEO（注：生成式引擎优化）成为市场在AI应用领域炒作的核心概念。简单来说，这是一种针对生成式AI（如 ChatGPT、DeepSeek、豆包等）的营销优化策略，通过结构化内容、权威信源嵌入等方式，提升品牌或信息在AI生成答案中被 引用的概率。 据《AI搜索时代：从GEO到AIBE的品牌新蓝图｜GEO白皮书｜2026》，随着中国大模型月活用户接近5亿、全球突破12.7亿，用 户信息获取方式正在发生根本性转变。 市场研究机构Gartner则预测，到2026年传统搜索引擎的流量将下滑25%，AI聊天机器人及其他虚拟AI优化方式将进一步抢占搜 索营销的市场份额。 1月20日，浙 ...

Group 1 - The core viewpoint of the articles highlights the shift in consumer behavior towards a "zero-click" era, where users prefer direct answers from AI rather than browsing through search results, indicating a change in the marketing logic that brands must understand to succeed in the AI age [2] Group 2 - Zhejiang Wenlian has launched the generative engine optimization agent "HochiGEO," which utilizes its self-developed AgenticAI system to deeply analyze the response logic of major AI search platforms, making it one of the most comprehensive generative engine optimization tools in China [3] - "HochiGEO" enhances brand visibility and influence in AI-generated answers by autonomously breaking down marketing tasks and coordinating various professional agents for data processing, collection, cleaning, storage, and strategy generation [3] - The system is designed to dynamically generate precise content throughout the consumer decision-making process, particularly beneficial for industries with long consumer chains like automotive [3] Group 3 - "HochiGEO" provides insights into consumer decision-making across six stages: awareness, need confirmation, information gathering, solution comparison, decision action, and post-purchase behavior, helping brands understand their performance at each stage [4] - The system monitors seven core metrics related to brand mentions, rankings, volume, and content matching across major AI platforms, generating AI search visibility analysis reports to identify optimization opportunities [4] - "HochiGEO" creates a closed-loop interaction between AI search optimization and traditional marketing, enabling real-time content iteration and feedback of insights to enhance overall cross-channel strategy effectiveness [4]

Core Viewpoint - The company, Zhejiang Wenlian (浙文互联), reported a strong financial performance for the fiscal year 2024, focusing on high-quality development and innovation in digital culture and marketing sectors [1][2][3]. Financial Performance - The company achieved an annual revenue of 7.703 billion yuan and a net profit attributable to shareholders of 157.77 million yuan [1]. - The gross profit margin improved by 2.3 percentage points compared to the previous year, reflecting effective cost management and business optimization [1]. - After accounting for asset impairment provisions, the adjusted net profit was approximately 371 million yuan [1]. Business Strategy - The company is committed to enhancing shareholder returns through stock buybacks totaling 50.08 million yuan and cash dividends of 73.80 million yuan [1]. - In the advertising and marketing sector, revenue reached 3.421 billion yuan, marking a year-on-year growth of 12.42%, with a strong presence in the automotive sector [2]. - The company is expanding its client base in non-automotive sectors, collaborating with major brands across various industries [2]. AI and Technology Development - The company is advancing its AI Agent commercialization, focusing on applications in digital marketing, culture, and other sectors, with significant R&D investments [3][4]. - The development of proprietary AI tools, such as the "Curiosity Series" AI Agents, aims to enhance content production and marketing efficiency [3]. Digital Culture and Infrastructure - The company is establishing a robust digital culture infrastructure, having delivered nearly 4,800 petaflops of computing power to clients in various industries [4]. - It is actively involved in the "Cultural + Technology" strategy, integrating cultural and technological advancements to support the development of a strong cultural province in Zhejiang [5][6]. Governance and Future Outlook - The company is optimizing its governance structure and enhancing risk management to support sustainable growth [7]. - With the upcoming "14th Five-Year Plan" concluding and the "15th Five-Year Plan" in preparation, the company is positioned to leverage policy opportunities for industry upgrades [8].